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DirectoryFinance & InsuranceExternal Asset ManagementBaarLa Vintoll Asset Management AG
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La Vintoll Asset Management AG

Summary

About the company

The core activity of La Vintoll Asset Management is private wealth management, including the creation of tailored investment portfolios for entrepreneurs, high net worth individuals and financial institutions. The company provides independent and comprehensive advice in the areas of investments, wealth structuring, succession planning and corporate finance.

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Products & services

Industry:External Asset Management
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5
Wealth management
Wealth management for entrepreneurs, ultra-high-net-worth individuals and financial institutions; tailored portfolios, investment advisory, wealth structuring and succession planning.
Investment advisory
Investment advisory with a long-term strategy, governance and control; asset allocation, selection of managers and funds, execution, risk and counterparty assessment.
Family Office Advisory
Family Office, Family Governance and Oversight; planning and monitoring of wealth matters, tailored to families and their long-term goals.
Financing solutions
Debt advisory, asset-backed financing, portfolio lending and customised solutions; support with liquidity needs and debt financing.
Corporate Finance Advisory
Capital Raising, balance sheet consulting, strategic advisory and corporate finance; advice for entrepreneurs and companies.
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Location

Grabenstrasse 25
6340 Baar

At a glance

Legal form
Corporation
UID
CHE-232.178.838
Founded
2022 · 4 years
Last commercial register change
February 20, 2025
Employees
11 to 20

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